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Swiss Heritage

Since 1985

About Us

Privately-Owned Financial Institution

We are a privately-owned financial institution, with over 35 years of Swiss heritage that exemplifies the finest wealth & asset management traditions. Our key business areas are asset & wealth management, private equity & venture capital, and family office services.

We work exclusively with high-net-worth individuals, ultra high-net-worth individuals, families and institutions.

As an award-winning independent asset manager, we are keenly aware of the importance of considering the cross generational impact of investment and wealth management decisions.

We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our clients’ goals while maintaining institutionalized processes of asset management.

Experience, Expertise and Excellence

Market Knowledge

More than 110 years of combined market experience

Specific Skillset

Equities, Fixed Income, Funds, Loans, Mortgages, FX, Private Equity & Venture Capital, Structured Products

Institutional Background

ABN, ANZ Bank, Bank of America, Bank of Singapore, Barclays Bank, Citi Bank, Credit Suisse, DBS, EFG Bank, Emirates Bank, HSBC, Julius Baer, Lloyds, PWC, Safra Sarasin

Employment Experience

New York, London, Frankfurt, Zurich, Dubai, Singapore & Hong Kong

Research Capabilities

Dedicated teams committed to Funds Research, Direct Equity Research and Direct Fixed Income Research

Risk Management

Significant resources have been invested in developing robust and auditable investment processes

Our People

Our Awards & Accolades

Crossinvest Recent Awards

Winner (2021) – Rising Star for Asia-Pacific – Private Banker International

Winner (2021) – Best Independent Wealth Manager Singapore – International Business Magazine

Winner (2021) – Best Multi-Family Office – International Business Magazine

Winner (2020) – Best Asset Manager Serving Family Offices & PBS – Wealth Briefing Asia

Winner (2020) – Best Asset Manager Overall – The Digital Banker

Highly Acclaimed (2020) – Outstanding Independent Wealth Manager – The Digital Banker

Highly Commended (2020) – Best Next-Generation Offering – Private Banker International

Founding Member – Association of Independent Wealth Managers (Singapore) (formerly known as Association of Independent Asset Managers (Singapore)